Bring your coaching program to the next level by leveraging our tools to facilitate your client's discovery of their subconscious financial habits
After decades in the financial practice, our creators noticed a trend - people who were more self-aware made better financial decisions. However, they found that the process of self-discovery often took too long and resulted in many avoidable mistakes.
After trying numerous other profiling tools which were unable to provide deep insights they could use to help their clients, they developed MoneyLiFE™. MoneyLiFE™ is a comprehensive financial profiling system that provides users with detailed reports on how they perceive money and how they use it.
Send our reports ahead of the call and pique your prospective clients' interest in your programs
Our reports are simple to use and easily administered. Be empowered to facilitate psychological discovery
Take your budget planning to another level by understanding your clients' psychology.
Gain psychological insight into what drives your money decisions in 10 minutes.
Get StartedEvaluate your financial situation and how you spend your money
Get StartedOur reports were designed to delve far deeper than the conventional 5 archetypes. We factor in the nuances of every individual's personality and financial priorities.
The experts in our team have spent years designing psychometric examinations. Gain access to decades of know-how, condensed into a 10-12 page report.
Meet the TeamOur reports are easy to use and even easier to incorporate into your coaching program. Simply use it to start a conversation or plan a budget.